Calendly + ScoreCEO

Create ScoreCEO leads from new Calendly invitees

Whenever a new invitee is created in Calendly, a matching ScoreCEO lead will be added automatically. This makes it easy to nurture leads without having to perform tedious data entry.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Add New Lead
Will add new customer in system from outer source
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
Added Consumer
Triggers when Added Consumer into your portal using add existing consumer.
Trigger
Polling
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Added Lead
Triggers when Added New Lead into your portal.
Trigger
Polling
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Updated Consumer
Triggers when Update Consumer when a customer is changed in portal.
Trigger
Polling
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Updated Lead Status
Triggers when a lead/Consumer status changes in your Portal.
Trigger
Polling
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- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- ZipRequired
- PlanRequired
- Next Billing Date
- NextDisputeDate
- Billing Status
- DOB
- Home Phone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- DOB
- Address
- Zip
- Contact Number
- Cell Phone
Action
Write
- EmailRequired
- First Name
- Last Name
- Status
- Billing Status
- Zip
- DOB
- Address
- HomePhone
- Work Phone
- Cell Phone
- Is Outsourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
Added Affiliate
Triggers when Added New Affiliate in your portal.
Trigger
Polling
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Added Consumer Invoice
Triggers when Added Consumer Invoice by System or by CRO.
Trigger
Polling
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Updated Affiliate
Triggers when Updated an Affiliate in your portal.
Trigger
Polling
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Updated Lead
Triggers when a lead is updated in our system.
Trigger
Polling
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- Office NameRequired
- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- DOB
- Zip
- Address
- Phone
- ContactNumber
- CellPhone
Action
Write
- First Name
- Last Name
- EmailRequired
- Zip
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- IsOutSourced
- PreventOnHold
- ConsumerComments
- CampaignName
- SelectedCampaigns
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Zip
- Next Billing Date
- Next Dispute Date
- Billing Status
- DOB
- Address
- Home Phone
- Work Phone
- Cell Phone
- Is OutSourced
- Is Completed
- Prevent On Hold
- Consumer Comments
Action
Write

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more